EV Plug-in Credit Set to Expire on June 30, 2026: Have You Claimed Your Credit?
A looming deadline is coming for anyone thinking about adding a charging station to their personal residence or for their dental practice. As we see electric vehicles become more and more popular on the roadways, charging stations will soon gravitate … Read more…
Maximizing Tax Efficiency Through Qualified Opportunity Zone Investments: A Strategic Perspective from Your CPA Advisors
As tax professionals, we know that effective investing is about more than market performance — it’s about structuring your financial decisions to minimize tax exposure and maximize long‑term value. Qualified Opportunity Zone (QOZ) investments may offer certain tax advantages for … Read more…
Event Recap: Top 10 Ways to Recession-Proof Your Practice
The evening of May 7th, we had the pleasure of hosting our Client Appreciation Evening at Harder Day Café in Lake Oswego alongside our partners at Columbia Bank Healthcare. It was a great opportunity to spend time with our healthcare … Read more…
When Tax Strategy Meets Life Strategy: Why CPAs and Investment Advisors Must Work Side by Side
Most people experience their financial lives in fragments. Taxes are handled by one professional. Investments by another. Retirement planning sits in a separate silo. Estate planning lives in yet another binder, often unopened. Each advisor may be competent, even excellent, … Read more…
The Dental Practice Life Cycle: Navigating the Purchase and Early Growth Years
Purchasing or starting a dental practice is one of the most rewarding steps in a dentist’s career and one of the most demanding. Almost overnight, clinical responsibilities are joined by the realities of ownership: managing cash flow, overseeing staff, making … Read more…
Why Dentists Should Raise Their Fees in 2026: A CPA’s Perspective
Let me share a story I hear all the time from dental clients. A dentist calls me in frustration: “I’m working harder than ever, but my profits keep shrinking. Where is all the money going?” After reviewing their numbers, the … Read more…
Key 2026 Employment Law Updates Healthcare Practices Must Prepare For: Insights from Watkinson Laird Rubenstein
Thank you to Daniel K. Olson, J.D. and Jaclyn K. Rudebeck, J.D. of Watkinson Laird Rubenstein, P.C. for an incisive update tailored to healthcare practices. The presentation covered a compact but consequential agenda — noncompetition agreements, the new overtime pay … Read more…
The Smart Dentist’s Guide to Entity Selection: Protect Your Practice and Maximize Tax Savings
Your dental expertise creates healthy smiles, now let the right business structure create financial security. Choosing the proper entity can save you thousands in taxes and safeguard your assets, but navigating these decisions isn’t something you should tackle alone. Partner … Read more…
Employment Law Updates for 2026 – Upcoming Webinar for Healthcare Practices
Staying current with employment law is essential for healthcare practices navigating an evolving regulatory environment. On February 27, the Jones & Roth Healthcare Advisors hosted an informative online presentation covering the most important Oregon employment law updates and trends impacting … Read more…
SECURE Act 2.0: What Doctors Need to Know About the 2026 Retirement Plan Changes — A Tax & Compliance Update
As your CPA advisors, we understand that doctors face unique financial pressures — from managing a demanding clinical schedule to overseeing the business side of a medical or dental practice. Retirement planning is a critical part of protecting your long‑term … Read more…
